中信证券:互联网大厂凭借人才优势或在模型竞争中维持领先

第一财经
25 Jul

中信证券研报指出,近期,Meta借助高薪招揽数十位顶级AI技术研究员,年薪达到千万级以上;例如目前已知其为前苹果AI负责人庞若鸣提供总包2亿美元、依五年业绩兑现的薪酬包;为前OpenAI项目负责人余家辉提供总包1亿美元、数百万美元签字费的薪酬包;整体看远超此前行业薪资水平。高薪挖人一方面体现了Meta在Llama 4表现不及预期后追赶模型前沿的决心;另一方面体现了Meta对过往人才流失和团队路线...

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